Civic Intelligence

Baumgartner Family Foundation

990PF • Fiscal year 2024 • EIN 34-1908139

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 17, 2025

Organization Profile
PO Box 8326Toledo, OH 43605

(419) 882-0081

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

79th percentile

0.06x

Higher debt load relative to assets than 79% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

94th percentile

0.66x

Higher debt load relative to revenue than 94% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

98th percentile

100%

Higher net margin than 98% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

44th percentile

-1.9%

Faster asset growth than 44% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

43rd percentile

-1.3%

Faster revenue growth than 43% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$453,843

Down $9,000 (-1.9%) from 2023

Net Assets

Down

$425,993

Down $9,000 (-2.1%) from 2023

Liabilities

Flat

$27,850

Flat from 2023

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin98th percentile

Revenue

Down

$42,243

Down $550 (-1.3%) from 2023

Expenses

Down

$159

Down $15,100 (-99%) from 2023

Net Income

Up

$42,084

Up $14,550 (+53%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2020: $596,772Liabilities 2020: $31,221Net Assets 2020: $565,5512020Assets 2021: $605,613Liabilities 2021: $27,580Net Assets 2021: $578,0332021Assets 2022: $436,796Liabilities 2022: $27,580Net Assets 2022: $409,2162022Assets 2023: $462,843Liabilities 2023: $27,850Net Assets 2023: $434,9932023Assets 2024: $453,843Liabilities 2024: $27,850Net Assets 2024: $425,9932024

Highlighted filing

2024

Assets$453,843
Liabilities$27,850
Net Assets$425,993
Open 2024 Filing

Operations Trend

Revenue Growth43rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$50K$0-$50KRevenue 2020: -$4,290Expenses 2020: $33,051Net Income 2020: -$37,3412020Revenue 2021: $38,532Expenses 2021: $26,050Net Income 2021: $12,4822021Revenue 2022: $39,064Expenses 2022: $28,534Net Income 2022: $10,5302022Revenue 2023: $42,793Expenses 2023: $15,259Net Income 2023: $27,5342023Revenue 2024: $42,243Expenses 2024: $159Net Income 2024: $42,0842024

Highlighted filing

2024

Revenue$42,243
Expenses$159
Net Income$42,084
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Holly BaumgartnerSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Baumgartner Family Foundation
EIN
34-1908139
Phone
4198820081
Address
PO Box 8326, Toledo, OH 43605

Signing Officer

Name
Holly Baumgartner
Title
Secretary
Phone
4198820081
Signed
2025-11-17

Preparer

Firm
LaValley LaValley Todak & Schaefer Co LPA
Address
5800 Monroe St Bldg F, Sylvania, OH 43560
Preparer
Richard G LaValley Jr
Phone
4198820081
Raw XML Appendix368 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Richard G LaValley Jr
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05800 Monroe St Bldg F
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IRS990PF/StatementsRegardingActyGrp/PhoneNum04198820081
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt015100
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0200
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt015300
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt015100
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0200
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt015300
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt015300
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt051084
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Other
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt014
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt014
OtherIncomeSchedule2/OtherIncomeDetail/Desc0From K-1
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-156
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-156
TaxesSchedule/TaxesDetail/Amt0145
TaxesSchedule/TaxesDetail/CategoryTxt0USA Taxpayment
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Tax Paid
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0145
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Holly Baumgartner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum04198820081
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Baumgartner Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BAUM
ReturnHeader/Filer/EIN0341908139
ReturnHeader/Filer/PhoneNum04198820081
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 8326
ReturnHeader/Filer/USAddress/CityNm0Toledo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043605
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341665376
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LaValley LaValley Todak & Schaefer Co LPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05800 Monroe St Bldg F
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sylvania
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043560
ReturnHeader/PreparerPersonGrp/PhoneNum04198820081
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard G LaValley Jr
ReturnHeader/ReturnTs02025-11-17T11:48:32-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$453,843
Liabilities
$27,850
Net assets
$425,993
Revenue
$42,243
Expenses
$159
Net income
$42,084
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.54$0.28$4.26$0.42$0.00$0.42
2023Detailed filing. Detailed filing data is available for this year.$4.63$0.28$4.35$0.43$0.15$0.28
2022Detailed filing. Detailed filing data is available for this year.$4.37$0.28$4.09$0.39$0.29$0.11
2021Detailed filing. Detailed filing data is available for this year.$6.06$0.28$5.78$0.39$0.26$0.12
2020Detailed filing. Detailed filing data is available for this year.$5.97$0.31$5.66$0.04$0.33$0.37